Recent Discussions

Discussion List

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  Onity Mortgage Showing Positive Balance

  idlehand 23 views 1 comment 0 points Most recent by Coach Kristina October 31Adding and Updating Accounts
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  Sync updated split amounts to all reminders in a recurring series

  stevenadrielruiz 25 views 1 comment 1 point Most recent by Coach Kristina October 31Bills and Income
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  Merged: Barclays US connectivity problems

  Closed Mortimer Duke 4 views 0 comments 0 points Started by Mortimer Duke October 31 Adding and Updating Accounts
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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 323 views 15 comments 16 points Most recent by SRC54 October 31Feature Requests
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  Transaction Review: Share your feedback here!

  Announcement Coach Natalie 1.2K views 61 comments 0 points Most recent by nrp06 October 31Feedback
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  UPDATED 10/30/26: Bank of America - Health Accounts returning FDP-192 and FDP-155

  Announcement Coach Natalie 667 views 4 comments 0 points Most recent by Coach Natalie October 30Current Online Banking Issues
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  We are unable to connect to HSA Bank at this time. Please try again later. Care Code: FDP-102

  robertdonat 47 views 3 comments 0 points Most recent by Coach Natalie October 30Adding and Updating Accounts
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  Recurring invoices

  Mary H 19 views 1 comment 0 points Most recent by Coach Natalie October 30Invoices, Estimates, & Sales Receipts
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  What Was Your First Ride?

  Coach Aldair 243 views 7 comments 0 points Most recent by Coach Natalie October 30The Water Cooler
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  "Ongoing issue" I believe is already resolved (re: reocurring series)

  RobWilk 28 views 1 comment 0 points Most recent by Coach Natalie October 30Feedback
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  Has anyone been successful in connecting to Washington State's DCP with Voya? (edited)

  Answered rockrobster 110 views 5 comments 0 points Most recent by Coach Natalie October 30Adding and Updating Accounts
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  Cannot connect to PayPal - Care Code: FDP-103

  Simplify1User 66 views 3 comments 0 points Most recent by Coach Natalie October 30Adding and Updating Accounts
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  After hours support

  Simplify1User 36 views 2 comments 0 points Most recent by SRC54 October 30Feedback
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  LPL only finding two of my four accounts (edited)

  DomB 54 views 1 comment 0 points Most recent by Coach Aldair October 29Adding and Updating Accounts
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  Other Spend creates a duplicate bubble when selecting category bubbles (edited)

  msimon87 86 views 3 comments 0 points Most recent by Coach Aldair October 29Report a Bug
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  Spending Dashboard: Share your feedback here!

  Announcement Coach Natalie 4K views 176 comments 1 point Most recent by DryHeat October 29Feedback
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  Quicken Simplifi FDP-101 and 107 with WSECU

  Some Person 86 views 4 comments 0 points Most recent by Some Person October 29Adding and Updating Accounts
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  Add 316 Financial - a division of Primis Bank (edited)

  Active nrp06 62 views 3 comments 1 point Most recent by nrp06 October 29Report Missing Financial Institution or Biller
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  Sharing CIT Bank Connection Update (edited)

  DomB 47 views 1 comment 0 points Most recent by Coach Natalie October 29Feedback
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  Rocketmortgage account keeps re-appearing after i delete it (edited)

  neckpillow 292 views 14 comments 0 points Most recent by Coach Natalie October 29Adding and Updating Accounts
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  Thanks for recent recurring date updates!!!

  RobWilk 39 views 1 comment 0 points Most recent by Coach Alyssa October 29Feedback
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  ONGOING 10/29/26: Fidelity returns an FDP-2505 / FDP-350 error

  Coach Natalie 311 views 4 comments 0 points Most recent by Coach Natalie October 29Current Online Banking Issues
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  Please add OpenBank by Santander

  Active StephenB 2.7K views 69 comments 73 points Most recent by year10k October 29Report Missing Financial Institution or Biller
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  Ability to add Planned Spending Items to our Projected Cash Flow [edited] (4 Merged Votes)

  In Review Bob1 6.7K views 167 comments 238 points Most recent by RobWilk October 29Feature Requests
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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 2.3K views 45 comments 62 points Most recent by gnowland October 29Feature Requests
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  Historical investment performance missing for connected accounts

  johnsanc 96 views 6 comments 0 points Most recent by johnsanc October 29Investments
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  BTC Price is incorrect, using GBP instead of USD?

  johnsanc 63 views 4 comments 0 points Most recent by johnsanc October 29Troubleshooting
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  Apple Wallet Account Duplication (Edited)

  aslam08 67 views 3 comments 0 points Most recent by Coach Aldair October 28Adding and Updating Accounts
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  Transaction Review: Add a warning when using the "Mark all as reviewed" option (edited)

  Active ejs 42 views 0 comments 5 points Started by ejs October 28 Feature Requests
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  New Feature Alert: Spending Dashboard

  Announcement Closed Coach Natalie 1K views 3 comments 0 points Most recent by Coach Natalie October 28Updates From the Product Team